Our Vision

The leading source of world-class investment professionals

Our Mission

Creating opportunities for our members to raise standards and make high-quality contributions toward a trustworthy financial community

Standards and Objectives


CFA Society Toronto promotes high standards of professional ethics and competence, encouraging fairness and efficiency in the operation of capital markets. Members are required to submit an annual statement to the effect that they have adhered to the principles embodied in CFA Institute's Code of Ethics and Standards of Professional Conduct. The society promotes professional competence by encouraging our members to complete the Chartered Financial Analysts (CFA) program as well as to participate in continuing education activities. The society fosters relations with regulatory and other professional organizations in order to assist in government policy formulations, to provide feedback on topical issues, and to act as a forum for the dissemination of information.

To achieve our vision and mission, the Society has established strategic objectives. The following objectives will be the focus of our efforts from 2019 and will be achieved by 2021:



3IncreaseEfficiency&Talent Development

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